Services

We help you choose the right CRM and ERP, and connect you with the right implementation partners.

CRM/ERP Fitment

Turn your workflows and constraints into a clear requirements snapshot that makes shortlisting easy and defensible.

Key Outcomes:

  • Requirements snapshot (sales/service/ops)
  • Integration touchpoints mapped (ERP/accounting, website, WhatsApp, BI)
  • Risk flags + priorities defined

Shortlist + Evaluation Pack

Get a shortlist (3–5 options) with trade-offs, a demo script, and a scorecard so every tool is evaluated fairly.

Key Outcomes:

  • Shortlist with trade-offs (3–5 options)
  • Demo script + evaluation scorecard
  • What to avoid + risk flags

Implementation Partner Match

Get introductions to implementation partners aligned to your platform choice, scope, industry, and timeline.

Key Outcomes:

  • Partner shortlist + introductions
  • Due diligence checklist
  • Scope framing prompts

Independent Oversight (Optional)

Add a governance layer during implementation to protect outcomes: scope control, QA checkpoints, and adoption readiness.

Key Outcomes:

  • Better delivery governance
  • QA + UAT structure
  • Adoption + go-live readiness

Recommended path

Most teams start with fitment, then shortlist, then partner selection. Oversight is optional.

1
Fitment

Capture workflows, integrations, constraints. Turn reality into requirements.

2
Shortlist + Evaluation Pack

Get 3–5 best-fit options with trade-offs, demo script, and scorecard.

3
Partner Match

Get introductions aligned to platform, scope, industry, and timeline.

4
Independent Oversight (Optional)

Reduce delivery risk with checkpoints, QA gates, and go-live readiness.

Download Checklist

Get started with the Fit Wizard

Answer 8 questions about your workflows and we'll send you a shortlist.